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About the Role

Broadridge is seeking an Implementation Analyst to join their team. This role involves requirements gathering, implementing the SentryPM solution, configuring modules, and conducting client training. It is ideal for individuals with a background in investment management and/or loan processing, and a strong understanding of back-office terminology and operational requirements for private credit funds, loans, and bank debt.

Responsibilities

Manage the implementation of SentryPM solutions, including Order Management, Portfolio Management, Direct Lending, Data Warehouse, and Reporting, on behalf of clients.
Support end-to-end project delivery, including requirements gathering, defining scope, building and executing project plans, identifying risks and dependencies, and aligning internal and client expectations throughout the project lifecycle.
Conduct and manage client on-site meetings, workflow sessions, and technical training.
Document client-specific customizations and assist with training internal Support teams on client-specific workflows.
Lead multiple projects simultaneously while meeting expected budgets and deadlines.
Provide clients with consulting advice based on technological considerations and industry best practices.
Collaborate effectively with various internal teams on client projects and company-wide initiatives.

Requirements

2-3 years of software implementation experience, including data migrations and integrations.
Knowledge of project management methodologies, with the ability to identify and mitigate project risks.
Experience in loan processing, portfolio management, loan agenting, or multi-asset class trading environments is highly desirable.
Experience with JIRA, Salesforce, and SQL, including writing queries to pull and analyze data, is a plus.
Experience incorporating AI-driven tools or solutions to improve onboarding processes and drive efficiency.
Demonstrated ability to manage multiple tasks simultaneously while working under pressure and meeting competing deadlines.
Strong analytical, problem-solving, and decision-making skills.
Self-motivated, adaptable, and comfortable working in a dynamic, fast-growing team environment.

Skills

Investment management
Loan processing
Back-office terminology
Operational requirements
Private credit funds
Loans
Bank debt
Order Management
Portfolio Management
Direct Lending
Data Warehouse
Reporting
Project management methodologies
JIRA
Salesforce
SQL
AI-driven tools
Analytical skills
Problem-solving skills
Decision-making skills

Location

Hybrid

Work Type

Hybrid

Experience Level

2-3 years

Education Level

BS/BA in Business, Finance, Computer Science, or a related field

Benefits

Educational opportunities, including formal classes, training programs and events.
Access to 8,500+ online courses covering business, leadership, technical, and function-specific topics through LinkedIn Learning.

About the Company

Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow.
We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.
Our technology and operations platforms process and generate over 7 billion communications annually and underpin the daily average trading of over $15 trillion in equities, fixed income, and other securities globally.
A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 15,000 associates in 21 countries.
We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work.
We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.
We are dedicated to fostering a collaborative, inclusive, and healthy environment that promotes flexibility and accountability.
As a leading provider of technology, communications, and data and analytics solutions to businesses around the world, it is critical that we understand, embrace, and operate in a multicultural environment.
Every associate has unique strengths, which, when fully appreciated and embraced, allow individuals to perform at their best, leading to our success.
We believe that our associates are our most important asset.
Encouraging professional development opportunities is a core part of our culture.
To enable learning in our hybrid working model, Broadridge has redesigned all development programs for 100% virtual delivery.

Equal Opportunity

As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications.
These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws.
Please note that honesty and transparency are critical to our hiring process.
Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.